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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,104 | $160,040-79.9% | $147,096-78.2% | $145,877-78.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.77% | 98.49%-80.7pp | 419.75%-402.0pp | 551.28%-533.5pp |
| Employer contribution / active EE | $3,424 | $5,289-35.3% | $4,936-30.6% | $4,663-26.6% |
| Participant deferral / active EE | $8,137 | $8,429-3.5% | $8,071+0.8% | $6,691+21.6% |
| Admin fee / account holder | $203 | $15,050-98.7% | $13,005-98.4% | $13,402-98.5% |